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Here are step-by-step instructions on how to to perform various tasks with ONEcount.

Segment & Target Users

To target a specific group of users within your audience, simply create a segment and then tie a specific action to that segment.

The process involves four steps, all of which tie together to form a single targeting solution.

Here are some examples of targeting scenarios you might find useful:

Target your customers based on the types of products they have purchased

Target users who have visited your web site X times

Target users who have abandoned a ONEcount form

Target users who are expiring and have not renewed their subscription

Create a Lead-Gen Campaign for an Advertiser or Sponsor

Target new customers with an e-mail

Convert Readers Into Advertisers

Target users who see a banner ad with an e-mail reminder

Set Up Registration, Gating & Paywalls

Here is a list of steps required for gating, paywall and registration.

1) Create Required Demographic Questions: Add any specific demographics required for your installation

2) Create Source Codes for transactions: Source codes are used to track the source of a transaction. You'll use these to figure out where your registrations are coming from

3) Create Products for web site gate: A product is an asset that is protected by ONEcount. It can be a web URL, a newsletter, a file, etc.

4) Create Packages for web site gating and other products: A package is a collection of products plus one or more terms. So if you want to create a bundle of two products, or one or more products for a specific time-period.

5) Set up merchant gateway if needed: If you are going to accept credit card payments for your registration/subscriptions, you will need to select one of our credit card processors.

6) Create Subscription/Registration form for web products: These forms will automatically appear when a user clicks on a gated asset

7) Configure Thank You e-mails for forms (in form builder): These are defined in the form builder. They can also be configured globally in the Config Manager on the Utilities Menu

8) Create brand for lookup/login pages and thank you pages: (SEE ALSO) The brand impacts a lot of automatically-generated pages, like the login/lookup page, the Thank You page after transactions are executed, etc.

9) Create a customer preferences form: This is basically a form where the user can update their information and subscribe/unsubscribe to products.

10) Create Login/Logout links on the web site: These are embedded in your web site.

Other stuff you will need

Sample Paywall Flow: Free → Registered → Paid

Troubleshooting ONEcount/Google Ad Manager integration

Using ONEcount in a Single Sign-On Environment: SAML Server


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